Avior Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $30M | Buy |
385,620
+8,627
| +2% | +$673K | 0.79% | 33 |
|
|
2026
Q1 | $29.6M | Buy |
376,993
+11,216
| +3% | +$883K | 0.84% | 27 |
|
|
2025
Q4 | $28.8M | Buy |
365,777
+17,725
| +5% | +$1.4M | 0.9% | 26 |
|
|
2025
Q3 | $27.5M | Buy |
348,052
+11,874
| +4% | +$934K | 0.88% | 28 |
|
|
2025
Q2 | $26.5M | Buy |
336,178
+94
| +0% | +$7.35K | 0.91% | 28 |
|
|
2025
Q1 | $26.3M | Buy |
336,084
+8,964
| +3% | +$696K | 1% | 23 |
|
|
2024
Q4 | $25.3M | Buy |
327,120
+29,092
| +10% | +$2.26M | 0.92% | 24 |
|
|
2024
Q3 | $23.5M | Buy |
298,028
+9,533
| +3% | +$743K | 0.93% | 25 |
|
|
2024
Q2 | $22.1M | Buy |
288,495
+260,145
| +918% | +$19.8M | 0.95% | 25 |
|
|
2024
Q1 | $2.19M | Buy |
28,350
+810
| +3% | +$62.1K | 0.1% | 147 |
|
|
2023
Q4 | $2.14M | Buy |
27,540
+1,696
| +7% | +$128K | 0.13% | 127 |
|
|
2023
Q3 | $1.97M | Sell |
25,844
-3,112
| -11% | -$235K | 0.13% | 120 |
|
|
2023
Q2 | $2.21M | Sell |
28,956
-10,516
| -27% | -$801K | 0.14% | 117 |
|
|
2023
Q1 | $3.04M | Sell |
39,472
-34,922
| -47% | -$2.65M | 0.21% | 96 |
|
|
2022
Q4 | $5.62M | Sell |
74,394
-852
| -1% | -$63.9K | 0.42% | 51 |
|
|
2022
Q3 | $5.66M | Sell |
75,246
-3,577
| -5% | -$273K | 0.47% | 44 |
|
|
2022
Q2 | $6.07M | Sell |
78,823
-218
| -0.3% | -$16.8K | 0.61% | 32 |
|
|
2022
Q1 | $6.17M | Sell |
79,041
-10,784
| -12% | -$856K | 0.53% | 34 |
|
|
2021
Q4 | $7.26M | Buy |
89,825
+812
| +0.9% | +$66K | 0.6% | 34 |
|
|
2021
Q3 | $7.29M | Buy |
89,013
+441
| +0.5% | +$36.2K | 0.6% | 38 |
|
|
2021
Q2 | $7.27M | Buy |
88,572
+6,574
| +8% | +$541K | 0.73% | 29 |
|
|
2021
Q1 | $6.73M | Buy |
81,998
+8,217
| +11% | +$678K | 0.72% | 30 |
|
|
2020
Q4 | $6.11M | Buy |
73,781
+11,867
| +19% | +$983K | 0.75% | 29 |
|
|
2020
Q3 | $5.13M | Sell |
61,914
-17,949
| -22% | -$1.49M | 0.73% | 30 |
|
|
2020
Q2 | $6.64M | Buy |
79,863
+45,017
| +129% | +$3.72M | 1.04% | 23 |
|
|
2020
Q1 | $2.86M | Sell |
34,846
-2,208
| -6% | -$179K | 0.56% | 41 |
|
|
2019
Q4 | $2.99M | Sell |
37,054
-13,886
| -27% | -$1.12M | 0.48% | 52 |
|
|
2019
Q3 | $4.12M | Buy |
50,940
+118
| +0.2% | +$9.52K | 0.72% | 37 |
|
|
2019
Q2 | $4.09M | Buy |
50,822
+429
| +0.9% | +$34.2K | 0.73% | 35 |
|
|
2019
Q1 | $4.01M | Buy |
50,393
+1,226
| +2% | +$96.8K | 0.85% | 29 |
|
|
2018
Q4 | $2.86M | Buy |
49,167
+460
| +0.9% | +$35.9K | 0.69% | 35 |
|
|
2018
Q3 | $3.8M | Sell |
48,707
-1,668
| -3% | -$130K | 0.81% | 29 |
|
|
2018
Q2 | $3.94M | Sell |
50,375
-670
| -1% | -$52.3K | 0.89% | 29 |
|
|
2018
Q1 | $4M | Buy |
51,045
+1,135
| +2% | +$89.2K | 0.93% | 23 |
|
|
2017
Q4 | $3.95M | Buy |
49,910
+4,771
| +11% | +$379K | 0.88% | 24 |
|
|
2017
Q3 | $3.6M | Buy |
+45,139
| New | +$3.61M | 1.18% | 22 |
|
|
2017
Q2 | – | Sell |
-35,055
| Closed | -$2.79M | – | 451 |
|
|
2017
Q1 | $2.79M | Buy |
35,055
+2,311
| +7% | +$184K | 0.93% | 28 |
|
|
2016
Q4 | $2.6M | Buy |
32,744
+2,650
| +9% | +$212K | 0.97% | 27 |
|
|
2016
Q3 | $2.43M | Sell |
30,094
-371
| -1% | -$30K | 0.95% | 29 |
|
|
2016
Q2 | $2.47M | Buy |
30,465
+6,030
| +25% | +$486K | 1.05% | 25 |
|
|
2016
Q1 | $1.97M | Buy |
24,435
+12,812
| +110% | +$1.03M | 0.87% | 30 |
|
|
2015
Q4 | $925K | Buy |
11,623
+2,573
| +28% | +$206K | 0.51% | 69 |
|
|
2015
Q3 | $728K | Buy |
+9,050
| New | +$725K | 0.43% | 79 |
|
Other funds holding BSV
AF
Avior Wealth Management's BSV Position: Q2 2026 in Review
Avior Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.3% in Q2 2026, buying an estimated $673K and bringing the position to 385,620 shares worth $30M. The position accounts for 0.79% of the portfolio, ranked #33.
Avior Wealth Management first reported a position in BSV in Q3 2015 and has held it in 43 quarters since. 1,351 funds tracked by Wall St. Rank hold BSV as of Q2 2026.
- Avior Wealth Management held 385,620 shares of Vanguard Short-Term Bond ETF worth $30M as of Q2 2026.
- Avior Wealth Management bought 8,627 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $673K.
- Vanguard Short-Term Bond ETF made up 0.79% of Avior Wealth Management's portfolio in Q2 2026, its #33 holding.
- Avior Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2015 and has held it in 43 quarters since.
- 1,351 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.